SCHEDULE: 9 AM - 6 PM Eastern Time, follows Philippine holidays 

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

• Prepare the following Tax Returns: 

• Personal Tax Return

• Prepare work papers using firm order of file 

• Use firm templates for auto, sch D, foreclosures, etc. 

• Business Tax Returns

• Prepare work papers using firm order of file 

• Use firm templates for auto, M-1 reconciliation, etc.

• Review client books and make adjustments for year-end 

• Recognize and make journal entries for M-1 Adjustments 

• Prepare depreciation schedule 

• Prepare uniform capitalization workpapers 

• Prepare construction client work papers like completed contract/percentage of completion 

• Use engagement for tax trial balance 

• Contact client for information or documents required to complete returns 

• Conduct independent research of all necessary laws prior to submitting a return to the reviewer 

• Prepare tax return within budget and be able to access if additional time is warranted 

• Provide reviewer with a complete and accurate return to avoid open items 

• Prepare the following tax projections and planning tasks for clients:

• Determine tax liability 

• Salary requirements 

• Payroll Liabilities 

• Determine estimated payments 

• Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks: 

• Prepare payment plan paperwork 

• Prepare powers of attorney 

• Prepare S election 

• Prepare SS-4 

• Prepare state registrations 

• Perform external bookkeeping and perform the following relevant tasks:

• Adjust balance sheet after-tax returns completed 

• Handle year-end adjustments 

• Provide internal and external QuickBooks support for our clients 

• Collect tax return information for tax preparer 

• Review all monthly and quarterly bookkeeping and perform the following relevant tasks:

• Update bookkeeping and payroll lists to show that clients’ work is completed in a timely manner 

• Prepare W-2s W-3s 1099 1096 at year-end firm procedures 

• Adhere to all firms’ policies and procedures

• Work within budgets or be able to access project and additional hours required 

• Enter time in practice daily at a minimum or as the project completed 

• Meet with tax manager to review the progress of priorities, budget, and weekly work plan

QUALIFICATIONS

• Bachelor’s degree in accounting or finance-related field

• Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper 

• Being a certified public accountant is an advantage, but not a must

• Excellent grasp of all Microsoft 365 applications

• Excellent verbal and written communication skills

• Aptitude in data management, analytics, and reporting preparation

• Ability to function in an autonomous environment—independent worker, self-directed

QUALIFICATIONS

• Bachelor’s degree in accounting or finance-related field

• Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper 

• Licensed as a certified public accountant is a plus

• Excellent grasp of all Microsoft 365 applications

• Excellent verbal and written communication skills

• Aptitude in data management, analytics, and reporting preparation

• Ability to function in an autonomous environment—independent worker, self-directed